Retention Schedules

Tips for using the retention schedule database:

  • Using more than one search term in a field will return results that contain all terms, not necessarily in sequence.  A space between search terms in a field equals "and."
    • Example: If STUDENT RECORD is entered into the Record Series Name field, it will return results that contain STUDENT and RECORD in that field.
  • Wildcards are automatically added.  This is helpful if you only remember a partial number or word.
    • Example: If you enter PAY in the Record Series Description field, it will return results that contain PAY but also PAYROLL, PAYMENT, and REPAYMENT.  
  • Use simple search terms.  If you find you receive too many or too few results, try reducing the number of search terms and search fields used.

Click to view training video: "Using the Retention Schedule Database"

Retention Schedule Database